About the Learning Experience
In this course, you will learn about the Documents Module within Ultralight by Greenlight Guru. If you have questions on this content, please get in touch with your designated Onboarding Medical Device Consultant, Customer Success Manager, or Greenlight Guru Support (support@greenlightguru-ultralight.zendesk.com).
Required Environment Access in Ultralight by Greenlight Guru: Sandbox
Required System Level Role in Ultralight Greenlight Guru: Super Admin
- Note: This tutorial is from the perspective of the Super Admin; thus, all workflows will be covered in this course. To restrict access and permission, you may also use a Quality, Product, or View-only role in the platform for the documents module.
Course Categories
Course Instructor
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Welcome
- Welcome!
-
Navigation
- Basic Navigation
-
Manage Document Types
- Adding, Editing, and Archiving a Document Type
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Important: Choose Your Path - Adding/Editing Documents
- Which Tutorial Should I Follow?
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Creating a New Document (Local File)
- Adding a Document
- Office 365 Integration Disabled: Editing a Document in Draft, In-Line Editing, & Document Access
- Office 365 Integration Enabled: Editing a Document, Integration Based Editing, & Accessibility
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Creating a New Document (Google Drive Integration)
- Authentication - My Account Settings
- Adding a Document
- Editing a Document
- Common Warnings - Disrupting the Gdrive Import
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Quizzing
- Adding a Quiz to a Document
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Document Activity
- Document Activity
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Viewing a Document
- Navigation to Viewing a Document
- Document Comparison Navigation
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Indexes
- Adding a New Document Index & New Entries
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Filtering & Search
- Search & Filter
About the Learning Experience
In this course, you will learn about the Documents Module within Ultralight by Greenlight Guru. If you have questions on this content, please get in touch with your designated Onboarding Medical Device Consultant, Customer Success Manager, or Greenlight Guru Support (support@greenlightguru-ultralight.zendesk.com).
Required Environment Access in Ultralight by Greenlight Guru: Sandbox
Required System Level Role in Ultralight Greenlight Guru: Super Admin
- Note: This tutorial is from the perspective of the Super Admin; thus, all workflows will be covered in this course. To restrict access and permission, you may also use a Quality, Product, or View-only role in the platform for the documents module.
-
Welcome
- Welcome!
-
Navigation
- Basic Navigation
-
Manage Document Types
- Adding, Editing, and Archiving a Document Type
-
Important: Choose Your Path - Adding/Editing Documents
- Which Tutorial Should I Follow?
-
Creating a New Document (Local File)
- Adding a Document
- Office 365 Integration Disabled: Editing a Document in Draft, In-Line Editing, & Document Access
- Office 365 Integration Enabled: Editing a Document, Integration Based Editing, & Accessibility
-
Creating a New Document (Google Drive Integration)
- Authentication - My Account Settings
- Adding a Document
- Editing a Document
- Common Warnings - Disrupting the Gdrive Import
-
Quizzing
- Adding a Quiz to a Document
-
Document Activity
- Document Activity
-
Viewing a Document
- Navigation to Viewing a Document
- Document Comparison Navigation
-
Indexes
- Adding a New Document Index & New Entries
-
Filtering & Search
- Search & Filter